A few days back I did a story on what they do not teach at an MBA school…here is one more story. Happened to a CA friend – let us call him RJ. He was considered to be the ‘finance head’ of the business – but he was still a rookie and needless to say […]
In an earlier post I had mentioned that 3 shares fell into a theme for me – good companies went into bad times (eps was down), realised its mistakes and took corrective action. The 3 shares were Essel Packaging, Cholamandalam Finance and Themis Medicare. I have no clue WHY, but Themis Medicare went up from […]
Whenever the receptionist in our office wears a pink dupatta, equity markets go up by at least 50 points. I have no clue whether you would buy shares based on something like this. However, now I am being offered shares of Talwalkar (the fitness people) priced at a price-earning ratio of 44. The logic? Subra, […]
I have not been able to answer this question for myself – forget answering this question for others. There are 2 big company CEOs who constantly have their portfolios reviewed by me – the equity portion of it. One of them is in financial services. There are 3 fund managers who talk to me at […]